Privacy Policy

We may collect personal information from you such as your name or e-mail address. For example, you may voluntarily submit personal information to Giving Excellence by leaving a comment, subscribing to a newsletter, report, educational service, or submitting a contact form. In addition, upon making certain purchases described herein, we may ask you to create a user profile, which would allow you to create a username and password. We will store the username, but your password will not be visible in our records. There will be temporary password emailed to you that you can change under your profile. Our system does not store your password.

We may receive information about you from other sources. For example, if you use a third-party software through the site, they may transfer information to us for fulfillment.

We automatically collect certain information about you and the device with which you access Giving Excellence. For example, when you use Giving Excellence, we will log your IP address, operating system type, browser type, referring website, pages you viewed, and the dates/times when you accessed the website. We may also collect information about actions you take when using Giving Excellence, such as links clicked.

We may log information using cookies, which are small data files stored on your browser by Giving Excellence. We may use both session cookies, which expire when you close your browser, and persistent cookies, which stay on your browser until deleted, to provide you with a more personalized experience on the website.

To register online for our electronic newsletters, we request the following required information: (i) name, and (ii) e-mail address. The provision of an e-mail address is mandatory in order to receive our mailings.

To contact Giving Excellence for the purposes of evaluating or engaging our services or to answer your questions, we utilize numerous forms throughout our site. Required information varies depending on the form and at most includes (i) name, and (ii) e-mail address. The provision of this information is mandatory in order to receive a response from Giving Excellence. The provision of the remaining information requested on the registration form is optional.

To register online for our educational materials including Curiosity Labs, reports, checklists, swipe files, and trainings, we request the following required information: (i) name, and (ii) e-mail address. The provision of an e-mail address is mandatory in order to receive the material. .

When you purchase a product or service from Giving Excellence, we utilize a third-party online shopping system, which is described more fully below. To process your payment, certain standard required information includes address and credit card information. Transactions are secured via SSL encryption and credit card details will never be e-mailed. Credit information is purged from our systems on a regular basis.

Giving Excellence uses various marketing tools that help us create a better user experience for people visiting our site. These tools allow us to look at aggregated data such as scrolling patterns, clicks, and allow us to run tests to determine which pages result in the best actions. However, your personally identifiable information is not used by any of these tools. We use the following third-party service providers for tracking:

Hotjar: Privacy policy, cookie information

VWO: Privacy policy, opt-out

Google Analytics: Privacy Policy

Giving Excellence uses remarketing tracking cookies and conversion pixels from vendors such as Google and Facebook to present special offers to you for our products or services over the Google Content Network and via social networks. This means you may see an ad for one of our products or services as a result of visiting our website. In addition, Giving Excellence uses custom audiences based on e-mails of subscribers and customers. This allows us to present special offers for our products and services to you via Facebook.  However, your personally identifiable information is not used by any remarketing service other than to present you special offers from us. We use the following third-party service providers for remarketing:

Facebook: Opt-out of Facebook remarketing here

Google: Opt-out of Google remarketing here

Giving Excellence uses Active Campaign as its e-mail service provider. Active Campaign collects contact information, distributes our newsletter, and tracks actions you take that assist us in measuring the performance of the website, newsletters, and educational content. Upon subscription, Active Campaign also tracks the pages you visit on the website.

Our messages and content contain tracking pixels. This pixel is embedded in e-mails and allows us an analysis of the success of our messages and offerings.. Because of these tracking pixels, we may see if and when you open an e-mail and which links within the e-mail you click. This behavior is not passed to third-parties. All data submitted at the time of subscription to our education material, newsletters, and events is stored on Active Campaign's servers. You may access Active Campaign's privacy policy here. At any time, you may be removed from our any of our Giving Excellence's lists by clicking on the unsubscribe button provided in each e-mail.

We may also rely on a third-party service, Thrive Themes, to service certain pop-up subscription boxes, quizes, and opt ins. Any information collected by Thrive Themes is passed through directly to Active Campaign and is not stored by any party other than Active Campaign.

Giving Excellences hosts a variety of events from workshops, retreats, conferences. If you purchase tickets for any of our events, you will enter personal data into Thrive Cart and Active Campaign for processing this transaction.  Information you provide at the time of purchase will be used for creation of conference badges and to invite you to join a group on LinkedIn, Facebook, and any other support needed for your growth and development. E-mails regarding your purchase may be transmitted through Active Campaign.

Giving Excellence hosts regular online events (“Summits”). If you purchase tickets for one of these Summits, you will enter personal data into Thrive Cart and Active Campaign for processing this transaction. Your payment will be processed by stripe, as described above. Emails regarding your purchase may be transmitted through Active Campaign.

Giving Excellencs hosts a paid membership site, the Excel: Excel is our in-house library for services like: Together We Elevate, Gathering of Brilliance, VIP clients, Conscious Business Development, and Enneagram workshops. If you purchase any of our services that require access to the portal, your purchase will be processed through Eventbrite, as described above.

Additionally, at the time you join, you will create a profile through Eventbrite, which stores your personal information on our servers. We communicate with via e-mail through Active Campaign, which stores your personal contact information on their servers.

From time to time, Giving Excellence or will host webinars, Podcasts, and trainings which are hosted through Zoom or Crowdcast. If you elect to participate in a webinar, you will be required to submit personal information to register and login. You may also receive e-mail communications regarding reminders and playback availability.

All information submitted for your participation is stored by the software hosting the webinar. Please consult their individual privacy policies.

Zoom: Privacy Policy

Crowdcast: Privacy Policy

We offer multiple ways to contact Giving Excellence, including contact forms, e-mails, and chat. If at any time, you attempt to contact us through a contact form, the information you provide will be stored on our servers. If you use the chatbot feature, it will be stored on the servers of FlowXO, in accordance with the FlowXO privacy policy.

Giving Excellence uses Disqus to make it easy for you to leave comments on blog posts. Personal information that you enter for comments will be stored on the Disqus servers, in accordance with the Disqus privacy policy.